See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 3-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,540 | $72,071-86.8% | $68,368-86.0% | $137,256-93.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 31.44% | 353.14%-321.7pp | 292.57%-261.1pp | 220.34%-188.9pp |
| Employer contribution / active EE | $1,666 | $2,788-40.2% | $2,649-37.1% | $4,156-59.9% |
| Participant deferral / active EE | $5,187 | $4,410+17.6% | $4,123+25.8% | $6,407-19.0% |
| Admin fee / account holder | $82 | $5,336-98.5% | $5,150-98.4% | $12,270-99.3% |